Broad Financial

Broad Financial is a financial services company based in Montvale, New Jersey. The company employs 15 people and generates an annual revenue of $24.5 million. Broad Financial specializes in self-directed IRAs and Solo 401(k)s. Their unique selling proposition is the provision of "checkbook control" for all their plans. This feature allows clients to invest their retirement funds in a bank of their choosing, affording them the flexibility to invest as they normally would, all under a tax-sheltered account. This opens up a world of investment possibilities beyond traditional assets like stocks, bonds, ETFs, and mutual funds. Broad Financial clients benefit from "checkbook control" self-directed plans that allow them to invest in a wide range of alternative assets. This feature provides them with greater investment freedom and control over their retirement savings. In addition, Broad Financial emphasizes personalized customer support, offering A+ service throughout the lifetime of a client's plan. For more information about Broad Financial and their services, visit their website at broadfinancial.com.